The Balanced Portfolio is appropriate for investors who are risk averse and who have a time horizon for their investments of three years or longer.
The portfolio is constructed from a universe of Dimensional Fund Advisors’ mutual funds and other high quality index-type funds. Fixed income investments are combined with equity investments to lower the volatility of the portfolio while offering greater upside potential than a bond-only investment portfolio.
In volatile and bearish market conditions, this portfolio can be expected to exhibit lower volatility than all but the Elliott Cove Conservative and Capital Preservation Portfolios. Its long-term returns are not expected to match those of the other, more aggressive Elliott Cove Portfolios.
To view the Balanced datasheet (current), click here
For a printable Balanced datasheet (Q2 2018 end), click here